Most fractional CFOs interpret whatever numbers land in front of them. I go a step further — I fix the ServiceTitan, Procore, or Jobber setup feeding your books, then turn the clean data into margin, cash, and decisions you can defend. For owner-led companies $2M–$20M across the Golden Horseshoe.
Most fractional CFOs interpret whatever numbers land in front of them. Most software consultants never touch the finance. Steel City CFO does both — which is why the numbers actually hold up.
Senior finance leadership on a part-time retainer: forecasting, margin and cash, board and lender reporting, fundraise and M&A support. For owner-led companies that need more than a bookkeeper but can't justify a full-time CFO.
The specialty that sets me apart: connecting ServiceTitan, Procore, or Jobber to QuickBooks or Sage so the data feeding your books is clean at the source. Current billing, reconciled cash, real job costing.
Every engagement starts with the Diagnostic Audit. On a typical contractor running ServiceTitan, Procore, or Jobber into QuickBooks or Sage, here's the order of magnitude of what the first pass tends to surface — before a single fix is made.
Completed jobs that never made it onto an invoice, sitting idle in the field system.
Records that looked posted but rejected underneath — missing invoices, payments, and jobs.
Crews and projects quietly losing money, invisible because the cost data never tied out.
Receivables the owner couldn't see clearly enough to collect on time.
How to read this: these are representative figures from the kind of mid-market contractor I work with — not a guarantee for your business. The point is the pattern: the problems are real, they're recurring, and a fixed-fee audit puts hard numbers on them so you can decide what's worth fixing. Your audit gives you your figures.
You can't run a company on numbers that arrive late and don't tie out. For operations-heavy businesses, the root cause is upstream — in the pricebook, cost codes, payment flow, and exports that decide whether the books mean anything. A CFO who can't see that far up the pipe is guessing.
Revenue lands in generic buckets and margin by service line disappears.
Sales are there. The detail to manage crews, jobs, and departments is not.
Map products, business units, classes, and accounts so detail survives the sync.
The export looks complete until someone checks the failed records underneath.
Owners see stale AR, bookkeepers chase exceptions, nobody owns the queue.
Define who posts, who accepts, who checks rejects, and what gets escalated.
Merchant fees, refunds, tips, and payout timing get mixed into revenue.
It reconciles eventually, but the process burns hours every single month.
Separate gross sales, fees, refunds, and deposits so cash and revenue both tie.
Procore or ServiceTitan knows the job reality. The accounting system does not.
Bank, bonding, CPA, and owner reporting turns into a spreadsheet scramble.
Use project data to support the accounting schedule, not replace the GL.
ServiceTitan, Procore, and Jobber do not fail the same way. This is the work most fractional CFOs can't do — and it's why the financials I report from actually reconcile. Each engagement respects what the system is good at, where it stops, and what the books must still own.
Dispatch, service work, AR, pricebook complexity, and sometimes project work — all in one heavy system.
GCs and project-heavy trades where WBS, commitments, change orders, owner billing, and WIP all matter.
Higher transaction volume, QuickBooks Online, short jobs, and customer lists that have gone messy.
The map before the build. No retainer.
Clean lists, payments rec, profit view.
Cost-code crosswalk and WIP bridge.
Mapping, clearing, cadence, job cost.
All fees are in CAD and exclusive of HST. Full systems-architecture detail lives on the services page.
When the field software is misconfigured, the books arrive late and messy. Your team cleans the same symptoms every month: generic revenue, duplicate customers, deposits that don't tie, WIP built by hand, job costs nobody trusts.
As an independent fractional CFO, I run strategic finance and FP&A for a portfolio of Series B and Series C software companies — 3-statement models, driver-based forecasting, ASC 606 revenue recognition, board and investor reporting — and I led an M&A sell-side process through to a strategic acquisition. Before that I was controller for the largest entity in a family-office group spanning heavy civil construction, asphalt production, and real estate, with revenue over $50 million.
That combination is the point. I've sat in the operator's seat in construction and the strategic-finance seat in fast-growing software, and I started my career on the audit side at PwC. So I can model your next three years and fix the ServiceTitan-to-QuickBooks pipe that's making this year's numbers wrong. Most people do one or the other.
The $750 + HST Diagnostic Audit is the low-risk way in: a fixed fee, no retainer, no commitment to anything after it. You get a clear map of what's costing you — and if I can't find problems worth more than the fee, I'll tell you that plainly. I take on a limited number of new clients each month to keep the work hands-on.